Financial Advisory for MedTech: A Unique Approach

What Makes Perspective 6 Group Unique? In the world of financial advisory firms, finding one that stands out amidst the multitude can feel like finding a needle in a haystack. Perspective 6 Group aims to redefine…

By Emily Peterson
February 29, 2024

2 Min Read
Image of Partner and Financial Advisor Mattew Finley with Market Updates on the S&P 5000! From the desk of Matthew Finley, CFP® text to highlight the blog post.

S&P 5000! What’s Next?

Wow, what a nice start to 2024! As of this writing, the S&P 500 is at the 5000-point mark (S&P 5000)! Further, the market is nearing the year end price targets for most Wall Street firms.…

By Matthew Finley
February 15, 2024

3 Min Read
Photograph of Partner, Matthew Finley, standing down the hall in a doorway with Perspective 6 Group's logo on the wall in the foreground to illustrate the journey of Perspective 6 Group.

The Journey of Perspective 6 Group

Let’s take a dive into the roots and journey of Perspective 6 Group. Including its evolution, the team behind its success, and the principles steering its course. The Beginning: A Transition from Solo to Group 2006…

By Emily Peterson
February 1, 2024

3 Min Read
Photograph of a man and woman looking at documents with a gavel to illustrate the passing of the Secure Act 2.0.

Secure Act 2.0: Catch-up Contribution Rules

What is the Secure Act 2.0? The Secure Act 2.0, originally introduced in December of 2022, brings about some potential changes to your retirement plan. Within Secure Act 2.0 there are a variety of changes coming…

By Jacob LaRue
January 18, 2024

2 Min Read
Graphic of text reading Key Retirement Plan Contribution Limits 2024. With a list of general retirement plans: 401k/403b/457, Traditional IRA, Roth IRA, Simple IRA, Sep IRA, and HSA.

Key Retirement Plan Contribution Limits for 2024

With the 2024 quickly approaching, the IRS has provided updates to retirement plan contribution limits. If you or your spouse are still working, then you may want to update your contribution amounts to ensure you are…

By Jacob LaRue
January 4, 2024

2 Min Read
Image of Partner and Financial Advisor Mattew Finley with Winter 2023 Market Insights From the desk of Matthew Finley, CFP® text to highlight the blog post.

Reflecting on 2023: Market Insights and 2024 Outlook

As 2023 comes to a close, I’d like to offer up some good news! Currently, the S&P 500 is up 23% while the Dow Jones is up 12% on the year. The market outlook ahead in…

By Matthew Finley
December 21, 2023

3 Min Read
Photograph of two women behind a store counter on their tablet. Photo is to illustrate small business owners following the new federal requirement for beneficial ownership information reporting.

New Federal Requirement for Beneficial Ownership Information

There is a new federal reporting requirement for beneficial ownership information starting January 1, 2024. Fines will come for various companies located in the United States if they do not start reporting the required information about…

By Jacob LaRue
December 18, 2023

2 Min Read
Photograph of someone holding a phone with a tablet and computer up all monitoring the stock market to illustrate the need for sound advice in regards to non-qualified stock options taxation.

Decoding Non-Qualified Stock Options Taxation

Imagine your part of a medical device startup and your skills earn you a stash of non-qualified stock options or NQSOs as part of your compensation package. Flash forward, the company’s stock takes off, and you’re…

By Jacob LaRue
November 30, 2023

2 Min Read

Client Volunteer Event: Feed My Starving Children

Perspective 6 Group employees and clients got together with Focus Financial for a client volunteer event at Feed My Starving Children on November 2nd in Coon Rapids, MN. Feed My Starving Children (FMSC) offers volunteers a…

By Emily Peterson
November 16, 2023

1 Min Read
Photograph of a pile of gold coins with a small green leafy plant growing out of it to illustrate the growth Incentive Stock Options can allow for.

What are Incentive Stock Options?

Incentive Stock Options (ISOs) are a type of stock option granted to employees by their employers, usually as part of their benefits package. ISOs provide employees with the right to purchase company shares at a specified…

By Jacob LaRue
October 5, 2023

2 Min Read